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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 88.85 | 88.87 | 0.02 |
Bonds | 0.76 | 2.39 | 1.63 |
Other | 14.71 | 14.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.31 | 16.48 |
Price to Book | 2.83 | 2.38 |
Price to Sales | 2.03 | 1.86 |
Price to Cash Flow | 12.23 | 10.60 |
Dividend Yield | 2.17 | 2.62 |
5 Years Earnings Growth | 10.25 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.90 | 18.24 |
Financial Services | 15.19 | 17.01 |
Healthcare | 11.47 | 11.80 |
Industrials | 11.29 | 13.18 |
Consumer Cyclical | 10.17 | 10.39 |
Communication Services | 7.64 | 6.65 |
Consumer Defensive | 6.50 | 7.32 |
Energy | 4.13 | 4.38 |
Basic Materials | 3.78 | 5.76 |
Utilities | 2.88 | 4.35 |
Real Estate | 2.02 | 3.72 |
Number of long holdings: 22
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AI North Amer Eq Core FoF Acc | GB00BMTWF384 | 28.56 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 20.68 | 1,085.29 | +0.42% | |
AI Europe Eq Ex UK Core FoF Acc | GB00BMTWF053 | 11.02 | - | - | |
Ai Maf Core V Class D | - | 9.63 | - | - | |
Aviva Investors Global Eq Inc 8 GBP Inc | GB0030442106 | 6.14 | - | - | |
AI Emerging Mkt Eq Core FoF Acc | GB00BMHWGP97 | 4.80 | - | - | |
AI Japan Equity Core FoF Acc | GB00BMTWBX07 | 3.98 | - | - | |
AI Pac Eq Ex Jpn Core FoF Acc | GB00BMTWF616 | 3.59 | - | - | |
Aviva Sicav - Global | - | 2.70 | - | - | |
Long Gilt Future Sept 24 | - | 2.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.09B | 9.69 | 5.45 | 7.42 | ||
International Index Tracking Fund 2 | 860.27M | 12.55 | 9.74 | 12.44 | ||
International Index Tracking Fund 1 | 860.27M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 787.3M | 0.19 | 5.44 | 4.80 | ||
UK Equity Income Fund 2 GBP Inc | 787.3M | 0.22 | 5.64 | 4.99 |
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